Client Service Administrator

Job not on LinkedIn

🔥 2 hours ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Prepare applications needed to implement recommendations from advisory team in anticipation of client meetings. • Working with multiple product lines including brokerage accounts, insurance policies, mutual fund accounts, and annuities. • Track insurance applications through the underwriting process. • Monitor pending recommendation implementation, i.e. ensure that tasks are completed. • Prepare and send client paperwork associated with money movement and account services. • Process brokerage transactions as requested by advisory and planning team. • Follow-up with clients as needed to ensure that paperwork and applications are completed. • Track process of transactions and services to ensure that they are completed after paperwork is processed. • Become team expert in paperwork, transactions, and applications. • Maintain team procedures for processing transactions and paperwork. • Adapt procedures to Thrivent changes/new efficiencies. • Serve as point of contact to research and resolve processing issues with the home office. • Research and help develop procedures for new product lines/products as released. • Other duties as assigned.

🎯 Requirements

• Series 7/66 licensing • State Life and Health insurance licensing • Experience working with financial advisors on implementation • Excellent communication skills, verbal and written • Ability to thrive in high volume, fast paced environment • Strong attention to detail • Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn • Ability to work independently, prioritize tasks, and self-direct to meet deadlines • Ability to maintain the integrity of sensitive/confidential information • Desire to work collaboratively and support peers.

🏖️ Benefits

• 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year • Simple IRA plan with employer match • Health insurance plan premium reimbursement